Portfolio Visualizer adds Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, and Correlation coverage that SpotGamma skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
Portfolio Visualizer vs SpotGamma comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
SpotGamma includes Options & Derivatives, Screeners, Alerts, Courses & Certs, and Blogs categories that Portfolio Visualizer omits.
Portfolio Visualizer has a free tier, while SpotGamma requires a paid plan.
In depth comparison
Portfolio Visualizer
portfoliovisualizer.com
Hands-on review
Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
- Correlation analysis at the asset or asset-class level via heatmaps and matrices.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
SpotGamma
spotgamma.com
Options‑market microstructure & dealer‑positioning analytics. Core modules: Equity Hub (key levels for 3,500+ US stocks/ETFs), HIRO real‑time options‑flow indicator (down‑to‑the‑second), an S&P 500 heatmap (TRACE), a Volatility Dashboard, FlowPatrol unusual flow insights, plus Compass & Scanners for setups. Widely used by intraday/index traders; integrates with TradingView, Bookmap, NinjaTrader, Sierra Chart, Thinkorswim, and more. No public API disclosed.
Platforms
Web
Pricing
Subscription
Quick highlights
- HIRO Indicator: see options activity and estimated hedging impact in real time—down to the second.
- Equity Hub: proprietary key levels, buy/sell indicators, and alerts across 3,500+ stocks & indices.
- Volatility Dashboard: analyze IV across strikes/expirations; identify extremes/mispricing.
- TRACE Heatmap: S&P 500 real‑time support/resistance & volatility zones.
- 0DTE volume/open‑interest indicator; delta, vanna & gamma modeling for indices.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
Portfolio Visualizer
Distinct strengths include:
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
SpotGamma
Distinct strengths include:
- HIRO Indicator: see options activity and estimated hedging impact in real time—down to the second.
- Equity Hub: proprietary key levels, buy/sell indicators, and alerts across 3,500+ stocks & indices.
- Volatility Dashboard: analyze IV across strikes/expirations; identify extremes/mispricing.
- TRACE Heatmap: S&P 500 real‑time support/resistance & volatility zones.
Feature-by-feature breakdown
| Attribute | Portfolio Visualizer | SpotGamma |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, Correlation | Shared: Data Visualizations Unique: Options & Derivatives, Screeners, Alerts, Courses & Certs, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities | Stocks, ETFs, Options |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Portfolio Visualizer and SpotGamma both support?
Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Portfolio Visualizer offers a free entry point, while SpotGamma requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Portfolio Visualizer and SpotGamma?
Both Portfolio Visualizer and SpotGamma prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Portfolio Visualizer differentiates itself with Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., whereas SpotGamma stands out for HIRO Indicator: see options activity and estimated hedging impact in real time—down to the second., Equity Hub: proprietary key levels, buy/sell indicators, and alerts across 3,500+ stocks & indices., and Volatility Dashboard: analyze IV across strikes/expirations; identify extremes/mispricing..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- AmiBroker
Overlap: Quant, Backtesting, and Data Visualizations.
QuantBacktestingData Visualizations - okamaHands-on review
Overlap: Quant, Data Visualizations, and Correlation.
QuantData VisualizationsCorrelation - DeepVest (formerly Benjamin AI)
Overlap: Screeners, Quant, and Data Visualizations.
ScreenersQuantData Visualizations - MarketXLS
Overlap: Screeners, Options & Derivatives, and Monte Carlo.
ScreenersOptions & DerivativesMonte Carlo - PortfoliosLab
Overlap: Screeners, Backtesting, and Correlation.
ScreenersBacktestingCorrelation - Portfolio123Editor's pickHands-on review
Overlap: Screeners, Quant, and Backtesting.
ScreenersQuantBacktesting
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.